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Dimensional US Marketwide Value ETF
DFUV

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
501
Gerber Kawasaki Wealth & Investment Management
California
$389K +$1.66K +38 +0.4%
MCM
502
M1 Capital Management
Michigan
$387K – – –
CSIC
503
Clifford Swan Investment Counsel
California
$382K – – –
AG
504
AlTi Global
New York
$381K – – –
LFAS
505
Level Four Advisory Services
Texas
$381K +$1K +23 +0.3%
BSG
506
Black Swift Group
Colorado
$380K +$370K +8,500 New
GWM
507
GDS Wealth Management
Texas
$379K – – –
NOI
508
Newton One Investments
Delaware
$375K +$1.52K +35 +0.4%
FWTB
509
First Western Trust Bank
Colorado
$375K -$68.3K -1,568 -16%
WCM
510
Warburton Capital Management
Oklahoma
$373K +$1.61K +37 +0.4%
PWS
511
Physician Wealth Solutions
Nevada
$371K – – –
WT
512
Whittier Trust
California
$371K – – –
SEIA
513
Signature Estate & Investment Advisors
California
$367K +$42.6K +978 +14%
BCM
514
Brookstone Capital Management
Illinois
$367K +$4.44K +102 +1%
RWM
515
Rockwood Wealth Management
Pennsylvania
$361K – – –
MHWM
516
Montz Harcus Wealth Management
Louisiana
$358K +$1.52K +35 +0.4%
FOA
517
Five Oceans Advisors
California
$355K – – –
OC
518
Optima Capital
Oregon
$354K – – –
RI
519
Ridgewood Investments
New Jersey
$350K +$436 +10 +0.1%
IWS
520
Integrity Wealth Solutions
Colorado
$345K +$1.48K +34 +0.4%
PPWM
521
PFG Private Wealth Management
Florida
$345K +$336K +7,726 New
TNBTD
522
Trustmark National Bank Trust Department
Mississippi
$344K – – –
LFP
523
Leeward Financial Partners
Washington
$343K -$33.1K -760 -9%
PPW
524
Pasadena Private Wealth
California
$342K – – –
ACP
525
Aviance Capital Partners
Florida
$341K – – –
19 20
21
22 23